CIK: 0001599330
申告総資産額
$30.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 27.82% | +0.96% | +0.16% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.17% | — | +2.30% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.08% | +0.07% | +1.57% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.91% | +0.24% | +1.26% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.27% | -0.05% | +6.01% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.34% | -0.17% | +0.53% | |
| 7 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 3.30% | — | -0.10% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.25% | +0.04% | +3.32% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.88% | -0.21% | -0.32% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | -0.13% | +3.57% | |
| 11 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.82% | -0.08% | — | |
| 12 | IACIEUR | Iac/interactivecorp | 株式-その他 | 0.96% | — | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | +0.10% | +0.61% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.88% | — | — | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.41% | +10.46% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | +0.12% | +2.89% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | -3.65% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | -0.11% | +1.10% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | -0.05% | -0.03% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.41% | +3.25% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.12% | +4.32% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | -0.03% | — | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.57% | +0.22% | +3.61% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.42% | -6.48% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +1.63% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | — | -5.03% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | -0.05% | +1.90% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | -3.81% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.41% | — | +4.97% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.35% | — | -15.62% | |
| 32 | TWTRUSD | Twitter INC | 株式-その他 | 0.35% | — | +4.95% | |
| 33 | MS | Morgan Stanley | 株式-金融 | 0.34% | — | +0.03% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | -2.88% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.32% | — | +8.66% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.30% | — | +12.61% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.29% | — | +3.47% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -2.56% | |
| 39 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.27% | — | +0.18% | |
| 40 | ROST | Ross Stores INC | 株式-一般消費財 | 0.27% | — | — | |
| 41 | BA | Boeing Co/the | 株式-資本財 | 0.24% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | — | -3.89% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | -0.43% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | — | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.23% | — | +4.60% | |
| 46 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.23% | — | — | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.23% | — | -1.51% | |
| 48 | MPLX | Mplx LP | 株式-エネルギー | 0.23% | — | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.03% | +8.06% | |
| 50 | WEP | Magellan Midstream Partners | 株式-その他 | 0.22% | — | +0.01% |